7/18/2025 | Parsons Capital Management Inc. RI | 45,572 | $2.31M | 0.1% | -10.8% | 0.010% | |
7/18/2025 | Astor Investment Management LLC | 361,831 | $18.36M | 9.9% | -3.5% | 0.082% | |
7/18/2025 | Consolidated Planning Corp | 112,408 | $5.71M | 0.7% | +0.3% | 0.025% | |
7/18/2025 | Precision Wealth Strategies LLC | 74,978 | $3.81M | 1.2% | -7.3% | 0.017% | |
7/18/2025 | Parkwoods Wealth Partners LLC | 33,530 | $1.70M | 1.0% | +41.2% | 0.008% | |
7/18/2025 | Northeast Financial Group Inc. | 120,869 | $6.13M | 1.8% | +2,963.1% | 0.027% | |
7/18/2025 | Dogwood Wealth Management LLC | 136,591 | $6.91M | 3.4% | +7.2% | 0.031% | |
7/18/2025 | QTR Family Wealth LLC | 54,339 | $2.76M | 1.7% | +8.0% | 0.012% | |
7/18/2025 | Magnolia Private Wealth LLC | 160,842 | $8.16M | 6.3% | +11.8% | 0.036% | |
7/18/2025 | Childress Capital Advisors LLC | 37,840 | $1.92M | 0.5% | -22.9% | 0.009% | |
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7/18/2025 | PFG Investments LLC | 15,209 | $772K | 0.0% | +3.8% | 0.003% | |
7/18/2025 | Truist Financial Corp | 2,183,614 | $110.82M | 0.2% | -1.0% | 0.493% | |
7/17/2025 | MBA Advisors LLC | 56,899 | $2.89M | 1.3% | -5.8% | 0.013% | |
7/17/2025 | Emerald Advisors LLC | 7,497 | $380K | 0.0% | -22.1% | 0.002% | |
7/17/2025 | Mainsail Financial Group LLC | 95,117 | $4.82M | 2.2% | N/A | 0.022% | |
7/17/2025 | XML Financial LLC | 5,500 | $279K | 0.0% | -6.8% | 0.001% | |
7/17/2025 | HCR Wealth Advisors | 132,914 | $6.75M | 0.8% | +18.6% | 0.030% | |
7/17/2025 | LifeGoal Wealth Advisors | 13,832 | $702K | 0.7% | N/A | 0.003% | |
7/17/2025 | Sterling Investment Advisors Ltd. | 9,890 | $502K | 0.1% | N/A | 0.002% | |
7/17/2025 | Summit Financial Strategies Inc. | 58,396 | $2.96M | 0.3% | +18.1% | 0.013% | |
7/17/2025 | Raleigh Capital Management Inc. | 7,521 | $382K | 0.2% | -8.1% | 0.002% | |
7/17/2025 | LexAurum Advisors LLC | 23,889 | $1.21M | 0.2% | -23.0% | 0.005% | |
7/17/2025 | HB Wealth Management LLC | 39,196 | $1.99M | 0.0% | +14.1% | 0.009% | |
7/17/2025 | Janney Montgomery Scott LLC | 1,387,440 | $70.41M | 0.2% | +1.8% | 0.317% | |
7/17/2025 | Kelly Financial Services LLC | 74,761 | $3.79M | 1.1% | +83.8% | 0.017% | |
7/17/2025 | Alpine Bank Wealth Management | 53,663 | $2.72M | 0.4% | -51.2% | 0.012% | |
7/17/2025 | Albion Financial Group UT | 499,959 | $25.37M | 1.7% | +1.8% | 0.114% | |
7/17/2025 | Sound Income Strategies LLC | 4,277 | $217K | 0.0% | +707.0% | 0.001% | |
7/17/2025 | Camelot Portfolios LLC | 66,663 | $3.38M | 2.0% | -14.1% | 0.015% | |
7/17/2025 | KWB Wealth | 5,414 | $275K | 0.0% | N/A | 0.001% | |
7/17/2025 | Sterneck Capital Management LLC | 28,143 | $1.43M | 0.7% | +35.6% | 0.006% | |
7/17/2025 | Sage Rhino Capital LLC | 150,905 | $7.66M | 1.6% | -8.0% | 0.034% | |
7/17/2025 | KG&L Capital Management LLC | 12,763 | $648K | 0.2% | +91.6% | 0.003% | |
7/17/2025 | SeaBridge Investment Advisors LLC | 199,220 | $10.11M | 1.9% | +25.2% | 0.046% | |
7/16/2025 | John W. Brooker & Co. CPAs | 4,045 | $205K | 0.5% | N/A | 0.001% | |
7/16/2025 | Advisors Management Group Inc. ADV | 1,725,467 | $87.57M | 16.5% | +31.1% | 0.394% | |
7/16/2025 | Signaturefd LLC | 3,111,669 | $157.92M | 2.7% | +32.6% | 0.711% | |
7/16/2025 | Asset Allocation & Management Company LLC | 92,836 | $4.71M | 2.2% | -33.6% | 0.021% | |
7/16/2025 | Highline Wealth Partners LLC | 507,322 | $25.75M | 7.6% | +2.7% | 0.116% | |
7/16/2025 | Meridian Investment Counsel Inc. | 33,700 | $1.71M | 0.5% | -2.0% | 0.008% | |
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7/16/2025 | Lloyd Advisory Services LLC. | 8,265 | $419K | 0.2% | +13.4% | 0.002% | |
7/16/2025 | Eagle Global Advisors LLC | 9,340 | $474K | 0.0% | +41.5% | 0.002% | |
7/16/2025 | NovaPoint Capital LLC | 64,484 | $3.27M | 1.0% | +8.5% | 0.015% | |
7/16/2025 | Kathmere Capital Management LLC | 450,111 | $22.84M | 1.8% | +10.9% | 0.103% | |
7/16/2025 | PFS Partners LLC | 379,223 | $19.25M | 9.7% | +8.0% | 0.087% | |
7/16/2025 | Destiny Wealth Partners LLC | 868,213 | $44.06M | 5.9% | +3.0% | 0.198% | |
7/16/2025 | ST Germain D J Co. Inc. | 791,016 | $40.14M | 1.7% | +3.4% | 0.181% | |
7/16/2025 | BOS Asset Management LLC | 15,139 | $768K | 0.2% | +2.4% | 0.003% | |
7/16/2025 | Novem Group | 6,382 | $324K | 0.0% | +7.0% | 0.001% | |
7/16/2025 | EdgeRock Capital LLC | 32,807 | $1.67M | 0.5% | +20.1% | 0.007% | |
7/16/2025 | FORM Wealth Advisors LLC | 143,817 | $7.30M | 0.9% | -53.1% | 0.033% | |
7/16/2025 | Cabana LLC | 39,750 | $2.02M | 11.6% | N/A | 0.009% | |
7/16/2025 | Cox Capital Mgt LLC | 92,339 | $4.69M | 3.2% | -7.1% | 0.021% | |
7/16/2025 | A. D. Beadell Investment Counsel Inc. | 8,800 | $446K | 0.3% | +3.3% | 0.002% | |
7/16/2025 | Freestate Advisors LLC | 7,051 | $358K | 0.3% | N/A | 0.002% | |
7/16/2025 | Banque Pictet & Cie SA | 32,320 | $1.64M | 0.0% | +3.2% | 0.007% | |
7/16/2025 | Perigon Wealth Management LLC | 47,738 | $2.42M | 0.1% | +18.3% | 0.011% | |
7/16/2025 | Octavia Wealth Advisors LLC | 4,584 | $233K | 0.0% | N/A | 0.001% | |
7/16/2025 | Magnus Financial Group LLC | 197,955 | $10.05M | 0.9% | -10.5% | 0.045% | |
7/16/2025 | Kennedy Investment Group | 27,963 | $1.42M | 0.6% | +11.1% | 0.006% | |
7/15/2025 | Cora Capital Advisors LLC | 20,390 | $1.04M | 0.5% | +68.5% | 0.005% | |
7/15/2025 | Santori & Peters Inc. | 224,306 | $11.38M | 4.1% | +0.4% | 0.051% | |
7/15/2025 | Signet Financial Management LLC | 7,767 | $394K | 0.0% | N/A | 0.002% | |
7/15/2025 | McCarthy & Cox | 253,859 | $12.88M | 3.4% | +7.8% | 0.058% | |
7/15/2025 | StoneCrest Wealth Management Inc. | 27,339 | $1.39M | 0.7% | -55.7% | 0.006% | |
7/15/2025 | Heritage Oak Wealth Advisors LLC | 6,925 | $351K | 0.1% | -75.8% | 0.002% | |
7/15/2025 | tru Independence LLC | 42,219 | $2.14M | 0.6% | +3.7% | 0.010% | |
7/15/2025 | Norden Group LLC | 72,623 | $3.69M | 0.4% | -46.0% | 0.017% | |
7/15/2025 | Accurate Wealth Management LLC | 17,544 | $888K | 0.1% | +3.4% | 0.004% | |
7/15/2025 | Fifth Third Bancorp | 46,000 | $2.33M | 0.0% | -7.6% | 0.011% | |
7/15/2025 | Hidden Cove Wealth Management LLC | 279,256 | $14.17M | 10.3% | +24.0% | 0.064% | |
7/15/2025 | Family Investment Center Inc. | 6,006 | $305K | 0.1% | -93.8% | 0.001% | |
7/15/2025 | Pictet North America Advisors SA | 613,635 | $31.14M | 3.1% | +7.0% | 0.140% | |
7/15/2025 | Financial Partners Group Inc | 48,410 | $2.46M | 0.3% | +76.3% | 0.011% | |
7/15/2025 | Revisor Wealth Management LLC | 6,040 | $306K | 0.1% | N/A | 0.001% | |
7/15/2025 | CGN Advisors LLC | 16,844 | $855K | 0.1% | +39.4% | 0.004% | |
7/14/2025 | Golden State Equity Partners | 58,466 | $2.97M | 0.5% | +9.6% | 0.013% | |
7/14/2025 | AdvisorNet Financial Inc | 25,245 | $1.28M | 0.1% | +11.3% | 0.006% | |
7/14/2025 | CRA Financial Services LLC | 81,019 | $4.11M | 0.6% | +5.0% | 0.018% | |
7/14/2025 | Chris Bulman Inc | 39,147 | $1.99M | 1.1% | -5.8% | 0.009% | |
7/14/2025 | IronOak Wealth LLC. | 5,884 | $299K | 0.3% | N/A | 0.001% | |
7/14/2025 | Legacy Capital Group California Inc. | 92,867 | $4.71M | 1.3% | -1.9% | 0.021% | |
7/14/2025 | Financial Enhancement Group LLC | 244,449 | $12.37M | 1.8% | -9.6% | 0.056% | |
7/14/2025 | Northland Capital Management LLC | 142,599 | $7.24M | 4.5% | -8.4% | 0.033% | |
7/14/2025 | U.S. Capital Wealth Advisors LLC | 389,624 | $19.77M | 0.6% | +13.0% | 0.089% | |
7/14/2025 | Toth Financial Advisory Corp | 24,899 | $1.26M | 0.1% | +4.1% | 0.006% | |
7/14/2025 | Park Avenue Securities LLC | 31,776 | $1.61M | 0.0% | -7.9% | 0.007% | |
7/14/2025 | Sowell Financial Services LLC | 640,521 | $32.51M | 1.3% | +9.0% | 0.146% | |
7/11/2025 | Quad Cities Investment Group LLC | 153,162 | $7.77M | 3.5% | -4.0% | 0.035% | |
7/11/2025 | Annex Advisory Services LLC | 29,588 | $1.50M | 0.0% | -99.1% | 0.007% | |
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7/11/2025 | Wealth Management Partners LLC | 16,450 | $832K | 0.3% | N/A | 0.004% | |
7/11/2025 | Ridgeline Wealth LLC | 90,280 | $4.58M | 3.7% | +8.2% | 0.021% | |
7/11/2025 | Farther Finance Advisors LLC | 334,826 | $16.99M | 0.3% | +133.4% | 0.077% | |
7/11/2025 | Silver Oak Securities Incorporated | 303,517 | $15.40M | 1.3% | +1.9% | 0.069% | |
7/11/2025 | CX Institutional | 606,063 | $30.76M | 1.1% | -47.3% | 0.138% | |
7/11/2025 | UMB Bank n.a. | 2,047 | $104K | 0.0% | N/A | 0.000% | |
7/11/2025 | SeaCrest Wealth Management LLC | 7,048 | $358K | 0.0% | +48.4% | 0.002% | |
7/10/2025 | Legacy Financial Strategies LLC | 18,933 | $961K | 0.2% | +7.8% | 0.004% | |
7/10/2025 | YHB Investment Advisors Inc. | 5,270 | $267K | 0.0% | +23.1% | 0.001% | |
7/10/2025 | Redhawk Wealth Advisors Inc. | 6,935 | $352K | 0.0% | -96.0% | 0.002% | |